See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,108 | $111,754-36.4% | $103,333-31.2% | $145,922-51.3% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 6.57% | 24.77%-18.2pp | 24.88%-18.3pp | 561.29%-554.7pp |
| Employer contribution / active EE | $1,324 | $4,212-68.6% | $3,868-65.8% | $4,660-71.6% |
| Participant deferral / active EE | $1,046 | $5,619-81.4% | $5,057-79.3% | $6,688-84.4% |
| Admin fee / account holder | $18,151 | $9,750+86.2% | $8,355+117.3% | $13,397+35.5% |